Automate lead qualification calls with Salesforce, Retell AI, and OpenAI analysis
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 8 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects OpenAI Chat Model and Salesforce. It also calls api.retellai.com over HTTP.
How it runs
Trigger: When an HTTP POST request hits its webhook URL.
- 📞 Start Retell AI Call (HTTP Request): calls api.retellai.com (POST)
- 🔍 Check Call Status (HTTP Request): calls an HTTP API
- ❓ Is Call Complete? (If): checks a condition and branches into true / false
- 🎯 Analyze Call Transcript (AI Agent): runs an AI agent, with model: OpenAI Chat Model
- Wait: waits 10 seconds
- 📝 Create Salesforce Task (Salesforce): work with task
Services it uses
HTTP calls to: api.retellai.com
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (7)
- Webhook
n8n-nodes-base.webhook - HTTP Request
n8n-nodes-base.httpRequest - If
n8n-nodes-base.if - Wait
n8n-nodes-base.wait - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - AI Agent
@n8n/n8n-nodes-langchain.agent - Salesforce
n8n-nodes-base.salesforce
From the author
Transform your lead qualification process with automated AI-powered phone calls triggered directly from Salesforce lead creation. What this workflow does: 1. Webhook Trigger: Receives new lead data from Salesforce 2. Automated Calling: Initiates phone calls…